Rubrik, Inc. RBRK posted better-than-expected first-quarter results after Thursday’s closing bell.Rubrik reported quarterly losses of 15 cents per share, which beat the analyst consensus estimate of losses of 32 cents. Quarterly revenue came in at $278.48 million, which beat the Street estimate of $260.35 million."Our outstanding first-quarter results not only surpassed all guided metrics but also underscore the power of our focused innovation and execution. We are winning the cyber resilience market, and I ...

For the quarter ended April 2025, Rubrik, Inc. (RBRK) reported revenue of $278.48 million, up 48.7% over the same period last year. EPS came in at -$0.15, compared to -$1.58 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $260.22 million, representing a surprise of +7.02%. The company delivered an EPS surprise of +54.55%, with the consensus EPS estimate being -$0.33.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Rubrik, Inc. (RBRK) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to loss of $1.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 54.55%. A quarter ago, it was expected that this company would post a loss of $0.39 per share when it actually produced a loss of $0.18, delivering a surprise of 53.85%.Over the last four quarters, the company has surpassed c ...

Financial Data and Key Metrics Changes - Subscription ARR reached approximately $1,200 million, growing 38% year over year [6][30] - Subscription revenue was $266 million, growing 54% year over year [6][32] - Free cash flow was over $33 million, a significant improvement from negative $37 million in the same quarter last year [7][36] - Non-GAAP gross margin was 80.5%, up from 75.4% year over year [33] Business Line Data and Key Metrics Changes - Net new subscription ARR reached $89 million in the first quarter [6][30] - Subscription NRR remained strong above 120% [6][32] - Customers with $100k or more in subscription ARR reached 2,381, growing 28% year over year [6][32] Market Data and Key Metrics Changes - Revenue from the Americas grew 51% to $203 million, while revenue from outside the Americas grew 43% to $75 million [33] - Cloud ARR reached $972 million, up 60% [30] Company Strategy and Development Direction - The company focuses on cyber resilience as a top cybersecurity priority, with a unique platform that combines data and identity security [9][10] - Rubrik aims to innovate continuously across data security and AI, leveraging a portfolio approach to manage innovations [11][14] - The company is expanding its offerings in identity resilience, which is seen as a significant growth opportunity [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the cyber resilience market and the demand for their differentiated offerings [37][76] - The company raised its guidance for the year, anticipating strong subscription ARR growth [39][40] Other Important Information - The company has a strong cash position with $762 million in cash and equivalents and $323 million in debt [36] - The company is investing in R&D to drive innovation in data security and AI [37] Q&A Session Summary Question: How long is the runway for the shift from legacy to next-gen solutions? - Management indicated that the shift is expanding the total addressable market (TAM) due to the rise in identity-based attacks and the need for comprehensive cyber resilience [46][48] Question: What is happening to sales cycles and awareness of Rubrik's capabilities? - Management noted that the current market environment is pushing enterprises to modernize their infrastructure, which is benefiting Rubrik's offerings [54][56] Question: How is the demand environment characterized? - Management stated that cyber resilience is a top priority for CIOs and CSOs, and they are not seeing any change in demand [75][76] Question: What is the size of the identity resilience opportunity? - Management emphasized that identity security is a critical component of their strategy, and they are seeing great momentum in this area [63][65] Question: What are the technical advantages Rubrik brings to identity security? - Management highlighted the unique ability to combine identity and data security, enabling faster recovery times and preventing malware reintroduction [114][115]

Rubrik (RBRK) Q1 2026 Earnings Call June 05, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the Rubrik First Quarter Fiscal Year twenty twenty six Results Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on 06/05/2025. I would now like to turn the conference over to Melissa Franchi, Vice President of Investor Relations. Please go ahead. Speaker1 Hello, every ...

Rubrik, Inc. RBRK released its first-quarter results after Thursday's closing bell. Here's a look at the details in the report. The Details: Rubrik reported quarterly losses of 15 cents per share, which beat the analyst consensus estimate of losses of 32 cents. Quarterly revenue came in at $278.48 million, which beat the Street estimate of $260.35 million.Read Next: Trump Announces China Trade Talks, Tesla Stock Slumps: What’s Driving Markets Thursday?For the first quarter, Rubrik reported:Subscription ARR ...

Rubrik Reports First Quarter Fiscal Year 2026 Financial Results Palo Alto, California, June 5, 2025 – Rubrik, Inc. (NYSE: RBRK), the cyber resilience company, today announced financial results for the first quarter fiscal year 2026, ended April 30, 2025. "Our outstanding first-quarter results not only surpassed all guided metrics but also underscore the power of our focused innovation and execution. We are winning the cyber resilience market, and I believe that our opportunity is bigger than ever," said Bip ...

Investor Presentation First Quarter Fiscal 2026 Copyright © Rubrik 2025 11 Copyright © Rubrik 2025 Important Notice and Disclaimers Forward-Looking Statements This presentation includes express and implied forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, that are based on Rubrik, Inc.'s ("Rubrik" or the "Company") management's beliefs and assumptions and on information currently available to management. All statements other than statements of historical ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Rubrik, Inc. (RBRK) reports results for the quarter ended April 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 5. On t ...

SAN ANTONIO, May 21, 2025 (GLOBE NEWSWIRE) -- Rubrik (NYSE: RBRK), a leading cyber resilience company, and Rackspace Technology (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, have announced Rackspace Cyber Recovery Service – a new managed service for customers operating in public cloud. By combining Rubrik's orchestrated data protection and cyber recovery solutions with Rackspace's DevOps principles and managed services, enterprises can simplify and accelerate recovery from ranso ...